Quarterly Market Review for Charities – Q1 2026

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This quarterly investment update distils the key developments from January to March 2026, and highlights the factors that influenced portfolio performance over the period. The update focuses on the major themes affecting charity investors, including diversification, income stability, risk management and governance, and outlines how these considerations shaped portfolios over the quarter. It also highlights the broader themes driving markets and explains how our investment approach is positioned to support charities’ long term objectives.

This webinar is for information only and should not be taken as a recommendation or advice on how any specific market is likely to perform. Past performance is not a reliable indicator of future performance.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.